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Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
Praemium
Australian investment platform for complex and high-net-worth portfolios with managed accounts and reporting.
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Overview
Praemium is an investment platform for complex and high-net-worth portfolios, offering investment administration, managed accounts and whole-of-wealth reporting for financial advisers. It enables advisers to manage and rebalance portfolios across equities, bonds, private markets and alternatives in one place.
With custody and non-custody options, Praemium supports portfolio administration and reporting across the full breadth of client investments.
Key Features
- + Managed accounts and portfolio rebalancing
- + Whole-of-wealth portfolio administration
- + Custody and non-custody options
- + Multi-asset coverage including private markets
- + Consolidated investment reporting
- + High-net-worth portfolio management
Integrations
Open APICustodians
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